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Thought leadership update: insights and tools

With an imminent workshop on thought leadership for professional services marketers, I’ve pulled together some highlights of recent research, insights and tools. Thought leadership update: insights and tools. Meridian West thought leadership research - ATLAS (Advanced Thought Leadership Assessment) Meridian West’s report “Atlas: Six steps to navigate the future of thought Read More

Proactive marketing and BD executives – Podcasts and Frameworks (Glinda’s wand?)

Law and accountancy firms from UK, Ireland and Poland were represented at the recent PM Forum workshop: “The Proactive Marketing and Business Development Executive”. Echoing a recent session for MBD assistants (The highs and lows from a new MBD assistants’ point of view), there was a desire for more time Read More

2025-11-27T17:13:41+00:00November 27, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

Campaigns, thought leadership and project management – People, Planning and AI

At the recent PM Forum  online workshop on “Campaigns, Thought Leadership and Project Management” there were 17 delegates from legal, accountancy and consultancy firms. There was much discussion and debate. This article contributes to the learning resources for those who attended. Reflecting on delegate feedback (see below) there are three themes emerging. Read More

2025-07-14T09:24:02+01:00July 14, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

How to create a digital marketing strategy in a professional services firm

It was great to welcome the Optix Solutions team to deliver its first online training session for PM Forum  on 4th September. This new session “Creating a Leading Digital Marketing Strategy” guided delegates through the process of creating and implementing a digital marketing strategy. It comprised three elements: a) digital Read More

Chartered Institute of Marketing (CIM) updates standard and qualifications (2024)

Marketing moves at a very fast pace – and professional marketing standards and qualifications need to keep up. The Chartered Institute of Marketing (CIM) has revised its professional qualifications. The last major revision was in 2020. CIM qualifications provide guidance on what knowledge, skills and behaviours are needed throughout a Read More

2024-09-03T10:54:19+01:00September 3, 2024|Kim's Blog, Management Skills, Marketing, Social Media|
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